Wealth Manager (B2B Sales) - Mutual Fund Investments

As a Wealth Manager, you would be expected to partner with agents and generate business through them.

Job Description (Role)

• Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.
• Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
• Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
• Circulates fund updates and product-related information to respective partners.
• Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.
• Conduct distributor engagement programs.
• Ensure that publicity material and other literature are provided to distributors on time.
• Coordinate with other stakeholders for the smooth functioning of the business.

Specific Criteria Required For The Applicant Students

What You Can Expect In Return

Who We Are

EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13') and Arindam Sengupta (Princeton 12').

EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others.

We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers.

We are headquartered in Ahmedabad, with teams in Mumbai and Pune.

Website - https : / / www.edufund.in /

Skills : sales,financial industry experience,coordinate with stakeholders,drive acquisition,team collaboration,convincing ability,engage with distributors,conduct engagement programs,finance,positive attitude,knowledge of mutual funds,sales and marketing skills,in-depth knowledge of mutual funds,communication,collaborate with distributors,meet distributors,provide publicity material,excel,mutual fund,hindi,mutual funds,nism v-a certification,drive activation,english,communication skills,regional languages,circulate updates,excel skills,willingness to travel,identify potential distributors,team culture,strong communication skills in english and hindi

Skills Required

Sales, Marketing